America Divides

In this week’s Brewin Podcast we discuss the election again. This time taking a whistle-stop tour of what we expect to happen, what else could happen, the investment implications and the winners and losers. Our guest to do this is Paul Danis, Brewin Dolphin’s Head of Macro Strategy. We discuss what the evidence is and who it suggests will win. We discuss why those forecasts didn’t lead to the right result last time and why they might do better this time. And we discuss what the market is hoping for to come out of the eventual election result.